2021-36: Critical Skills for CFOs & Controllers: Budgeting & Forecasting Strategies for Today’s World
Self-Study (QAS)
Course Length: Approximately 2.0 hours
Course Level: Intermediate
Field(s) of Study:
Finance—Technical (2.0 CPE credits)
Who should attend: CFOs & Controllers who are involved in the budgeting and forecasting process.
Required Knowledge: A basic understanding of budgeting techniques.
Advanced Prep: None
David Peters
The budget and the forecast are two common tools used by controllers and CFOs across almost every industry. However, are we really getting the most out of these tools? Or are we merely replicating whatever was done last year? In this course, we will use examples and illustrations to demonstrate various budgeting and forecasting techniques. We will discuss traditional approaches, as well as newer approaches such as flexible budgeting, in an effort to show how companies can gain more value.
State the difference between a forecast and a budget
Identify the difference between top-down and bottom-up budgeting
Recognize the key elements of a flexible budgeting approach
Define a key forecast driver
State when it may be appropriate to make a forecast adjustment
Course Overview & Instructions
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Downloads
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Lecture #2
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Lecture #3
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Lecture #4
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Lecture #5
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Lecture #6
Knowledge Check #6
Lecture #7
Qualified Assessment
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Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Adviser. Carroll Financial and Cetera are not affiliated. Carroll Financial and Cetera are under separate ownership from any other named entity.
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David Peters Financial
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